True Wealth Design, LLC FERGUSON ENTERPRISES INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
349
Previous 422 17.3%
Holding current value
$77.7 Million
Previous $94.7 Million 17.97%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
N/A
-73 Reduced 17.3%
349 $77.7 Million
Q3 2025

Oct 21, 2025
BUY
N/A
292 Added 224.62%
422 $94.7 Million
Q2 2025

Aug 06, 2025
BUY
N/A
77 Added 145.28%
130 $28.3 Million
Q1 2025

May 13, 2025
BUY
N/A
20 Added 60.61%
53 $8.45 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-112 Reduced 77.24%
33 $5.68 Million
Q3 2024

Nov 14, 2024
BUY
N/A
145 New
145 $28.8 Million
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email